Bulk actions on Leads

Bulk Actions

To perform bulk actions on Leads, follow these steps:

• Select the desired number of leads from the list.
• Choose one of the following bulk actions:some text
  • Bulk Update: Update any field with the same value for all selected records.
  • Bulk deactivate.
  • Bulk Delete Companies: If selected, the system will ask whether to:some text
    • Delete associated deals.
    • Delete only associated open deals.

Ensure you review and confirm the prompts for associated deals before proceeding with deactivation or deletion.

Select any number of leads

To perform bulk actions on Leads, follow these steps:

• Select the desired number of leads from the list.
• Choose one of the following bulk actions:some text
  • Bulk Update: Update any field with the same value for all selected records.
  • Bulk deactivate.
  • Bulk Delete Companies: If selected, the system will ask whether to:some text
    • Delete associated deals.
    • Delete only associated open deals.

Ensure you review and confirm the prompts for associated deals before proceeding with deactivation or deletion.

Step 2:Click on Bulk action

Step 3:Select any one of the bulk action

Bulk update

• Select any field

• Select a value to update

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Bulk Deactivate

• Select bulk deactivate

• Click on deactivate

Bulk Delete

• Select Bulk delete

• Check if you want to delete associated deals

• Click on delete button

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